Investment Reports
Get to know the rationale behind great ideas for you to make sound long term investment decisions.
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BFSI Sector Update - Credit Card Business Monitor
BFSI Sector Update - Credit Card Business Monitor30 Sep 2022
Stock Picks: SBI Cards (*based on monthly/YTD performance) -
Company Update:JK Lakshmi Cem.
Company Update:JK Lakshmi Cem.30 Sep 2022
Stocks covered (1)
We value the company at 7x FY24E EV/EBITDA to arrive at the TP of Rs 680/share, implying an upside potential of 18% from the CMP. -
Daily Fundamental View:30 September 2022
Daily Fundamental View:30 September 202230 Sep 2022
Asian markets were trading lower tracking weak cues from Wall Street overnight while investors took note of data that showed China’s official factory activity data unexpectedly expanded in August. Nikkei is trading lower by 1.67%, Shanghai is trading lower by 0.57%, and Hang Seng is trading lower ..See Full Description -
Daily Fundamental View:29 September 2022
Daily Fundamental View:29 September 202229 Sep 2022
Asian markets were trading higher tracking positive cues from Wall Street overnight on the back of Bank of Englands announcement of intervention to stabilize the bond market. Nikkei is trading higher by 0.25%, Shanghai is trading higher by 0.51%, and Hang Seng is trading higher by 1.22%. -
Daily Fundamental View:28 September 2022
Daily Fundamental View:28 September 202228 Sep 2022
Asian markets were trading lower tracking mixed cues from Wall Street overnight. Nikkei is trading lower by 1.73%, Shanghai is trading lower by 0.69%, and Hang Seng is trading lower by 2.03% -
Daily Fundamental View:27 September 2022
Daily Fundamental View:27 September 202227 Sep 2022
Asian markets are trading mixed as stocks recovered from the losses seen in the previous session. Nikkei is trading higher by 0.70%, Shanghai is trading higher by 0.12%, and Hang Seng is trading lower by 0.28%. -
Axis Annual Analysis:KNR Construct.
Axis Annual Analysis:KNR Construct.26 Sep 2022
Stocks covered (1)
We expect the company to post Revenues/EBITDA/APAT growth of 18%/17%/26% CAGR respectively over FY21-24E. We maintain a BUY rating on the KNRCL and value the company at 17x FY24E EPS and HAM projects at 1.2x book value to arrive at a target price of Rs 340 /share, implying an upside of 44% from the -
Pick of the Week:26 SEP 2022
Pick of the Week:26 SEP 202226 Sep 2022
Stocks covered (1)
We recommend a BUY rating on the stock with a near term TP of Rs 705, implying an upside of 10% from CMP.